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Schwab US Large-Cap Growth ETF

552 hedge funds and large institutions have $4.06B invested in Schwab US Large-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 222 increasing their positions, 204 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
-7
Holders Change %
-1.25%
% of All Funds
12.19%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.81%
New
62
Increased
222
Reduced
204
Closed
58
Calls
$1.58M
Puts
$1.7M
Net Calls
-$114K
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
276
Csenge Advisory Group
Florida
$740K +$373K +37,448 +101%
FA
277
Financial Advisors
Massachusetts
$733K +$26.4K +2,648 +4%
BA
278
Bristlecone Advisors
Washington
$731K -$190K -19,056 -21%
WIA
279
Westbourne Investment Advisors
Maryland
$728K -$2.39K -240 -0.3%
PFBT
280
Parkside Financial Bank & Trust
Missouri
$724K -$110K -11,024 -13%
JWCA
281
J.W. Cole Advisors
Florida
$720K -$556K -55,792 -44%
AAS
282
Avantax Advisory Services
Texas
$712K +$262K +26,264 +58%
FC
283
Fusion Capital
South Carolina
$710K -$143K -14,392 -17%
TFS
284
TrustCore Financial Services
Tennessee
$708K +$241K +24,240 +52%
OFG
285
Omega Financial Group
California
$692K -$107K -10,776 -13%
OAJ
286
Ogorek Anthony Joseph
New York
$689K -$451K -45,288 -40%
Janney Montgomery Scott
287
Janney Montgomery Scott
Pennsylvania
$689K +$432K +43,384 +168%
WWM
288
WT Wealth Management
Arizona
$671K -$50.3K -5,056 -7%
WIC
289
Whitegate Investment Counselors
New Hampshire
$663K +$9.8K +984 +2%
AWE
290
Avidian Wealth Enterprises
Texas
$662K +$287K +28,856 +77%
Renaissance Technologies
291
Renaissance Technologies
New York
$661K -$374K -37,600 -36%
JC
292
Jentner Corp
Ohio
$641K -$102K -10,248 -14%
Cerity Partners
293
Cerity Partners
New York
$640K -$116K -11,656 -15%
William Blair & Company
294
William Blair & Company
Illinois
$636K -$199K -19,968 -24%
SHJ
295
Sharkey, Howes & Javer
Colorado
$635K -$456K -45,808 -42%
VNA
296
Valley National Advisers
Pennsylvania
$631K -$12K -1,200 -2%
AFA
297
Atlanta Financial Associates
Georgia
$615K +$615K +61,736 New
S
298
SignatureFD
Georgia
$614K -$5.25K -528 -0.8%
MC
299
Montag & Caldwell
Georgia
$587K +$205K +20,624 +54%
SWM
300
Southern Wealth Management
Texas
$578K +$797 +80 +0.1%